Client Onboarding

What does this skill do?

Your assistant automates onboarding for new clients. Generate a personalised onboarding document and automatically schedule the kick-off meeting, straight from one chat message.

Requirements

• Plan: Growth+
• Integrations: Google Drive (optional, to save in a client folder), Google Calendar (optional, to schedule the kick-off)

How do you activate the skill?

1. Go to Skills in your dashboard
2. Find Client Onboarding and click Activate
3. Connect Google Drive and/or Google Calendar for extra options (optional)

What can you do with it?

Example commands:

• "Make an onboarding document for new client Company X, website redesign project"
• "Schedule the kick-off meeting for client Company X next Tuesday at 10:00"
• "Generate an onboarding brief for a social media package, client has 3 platforms"

What the assistant does:

1. Generates a personalised onboarding document (markdown)
2. Saves it in your files and optionally in a Google Drive client folder
3. Schedules the kick-off meeting in your Google Calendar (with description and agenda)

Credit cost

Pricing

Included in Growth, Pro and Custom, no extra monthly cost for the skill.

Back to Skills marketplace